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Review on Nintex Drawloop DocGen® for Salesforce by Kevin Woods

Revainrating 4 out of 5

Great product when creating document templates

I like that I can use the same data and documents that I am working with to create documents in Salesforce. I can also use the same template to create multiple documents in Salesforce. The ease of use is great. The process of getting the documents into Salesforce can be a little confusing. I would recommend using the Salesforce Training Center to learn how to use Salesforce and drawloop DocGen to create documents within Salesforce. I am using Salesforce to create documents for my clients, and Salesforce is very helpful for me. I can create documents that are easy to edit and can be easily shared.

img 1 attached to Nintex Drawloop DocGen® for Salesforce review by Kevin Woods



Pros
  • Easy way connect information from Microsoft Excel or Word.
  • Can update existing document templates directly without learning new ones
  • Useful when creating business plans etcetera!
Cons
  • Some parts do not work well; e g editing an object's fields